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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Landaas & Company
Milwaukee,
Wisconsin
| $270M | +$39.2M | +17% | 9.38% | 68.3% | 83 | 15.66% | 3.3 |
|
| 4252 |
4252
Brown, Lisle/Cummings
Providence,
Rhode Island
| $270M | +$48.6M | +22% | 11% | 82.3% | 581 | 7.23% | 1.7 |
|
| 4253 |
4253
Mandatum Life Insurance Company
Helsinki,
Finland
| $270M | +$29.8M | +12% | 10.5% | 108% | 80 | 12.5% | 4.5 |
|
| 4254 |
4254
Financial Sense Advisors
San Diego,
California
| $269M | +$34.1M | +14% | 13.3% | 152% | 119 | 21.01% | 1.4 |
|
| 4255 |
4255
Triune Financial Partners
Overland Park,
Kansas
| $269M | +$26.8M | +11% | 10.3% | 66.6% | 35 | 11.43% | 1.7 |
|
| 4256 |
4256
Gemsstock Ltd
London,
United Kingdom
| $269M | +$41.4M | +18% | 14.2% | 162% | 15 | 53.33% | 0.6 |
|
| 4257 |
4257
NovaPoint Capital
Atlanta,
Georgia
| $269M | +$17.5M | +7% | 9.93% | 94% | 147 | 19.05% | 2.6 |
|
| 4258 |
4258
High Net Worth Advisory Group
Naples,
Florida
| $269M | +$19.7M | +8% | 9.26% | 75.7% | 208 | 15.38% | 1.6 |
|
| 4259 |
4259
Gavilan Investment Partners
Burlingame,
California
| $269M | +$37M | +16% | 18.2% | 113% | 14 | 14.29% | 0.9 |
|
| 4260 |
4260
Tillman Hartley LLC
Denver,
Colorado
| $269M | +$26.5M | +11% | 9.32% | 48.7% | 77 | 6.49% | 0.9 |
|
| 4261 |
4261
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $269M | +$16.4M | +6% | 9.6% | – | 916 | 23.36% | 1.2 |
|
| 4262 |
4262
WR Wealth Planners
Columbia,
Missouri
| $269M | +$6.19M | +2% | 8.62% | 22.1% | 919 | 79.54% | 1.4 |
|
| 4263 |
4263
US Financial Advisors
Braintree,
Massachusetts
| $268M | +$27.7M | +12% | 8.93% | 12.6% | 73 | 4.11% | 2.7 |
|
| 4264 |
4264
Sovereign Investment Advisors
Phoenix,
Arizona
| $268M | +$13.1M | +5% | 5.96% | 46.6% | 36 | 8.33% | 3.1 |
|
| 4265 |
4265
Access Investment Management
Atlanta,
Georgia
| $268M | – | – | 16.3% | – | 88 | – | 0 |
|
| 4266 |
4266
Prudent Man Advisors
Naperville,
Illinois
| $268M | +$15.9M | +6% | 10.4% | 92.5% | 201 | 13.43% | 2.2 |
|
| 4267 |
PA
4267
PSI Advisors
Tampa,
Florida
| $268M | +$36.9M | +16% | 10.1% | 65% | 912 | 9.32% | 1.8 |
|
| 4268 |
4268
Ballast Advisors
Woodbury,
Minnesota
| $268M | +$17.1M | +7% | 10.7% | 73.9% | 184 | 11.41% | 3.2 |
|
| 4269 |
4269
MBM Wealth Consultants
Chesterfield,
Missouri
| $268M | +$37.7M | +16% | 8.44% | 57.1% | 125 | 30.4% | 2.8 |
|
| 4270 |
4270
MSH Capital Advisors
Scottsdale,
Arizona
| $268M | +$12.7M | +5% | 10.3% | 77.4% | 233 | 16.31% | 1.5 |
|
| 4271 |
AC
4271
AMS Capital
Sao Paulo,
Brazil
| $268M | +$177M | +196% | 13.5% | 63.1% | 20 | 35% | 0.6 |
|
| 4272 |
4272
Prosperity Planning
Kansas City,
Missouri
| $267M | +$27.8M | +12% | 8.35% | 43.5% | 94 | 4.26% | 2 |
|
| 4273 |
4273
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $267M | +$16.3M | +6% | 12.1% | 101% | 151 | 11.92% | 5.1 |
|
| 4274 |
4274
WealthBridge Capital Management
Westerville,
Ohio
| $267M | +$24.6M | +10% | 10.4% | 89.4% | 192 | 13.02% | 3.1 |
|
| 4275 |
4275
McLean Asset Management
Tysons,
Virginia
| $267M | +$22.7M | +9% | 10.2% | 69.4% | 143 | 12.59% | 2 |
|